Search
Close this search box.
Search
Close this search box.

University Professionals

University Professionals – Inhouse Advice, Tailored For You

Because we are independent, we are able to do what your university HR systems can’t – create personalize solutions unique to each individual we meet. Instead of calling, waiting, or having to schedule an appointment months out with someone that works at a call center, we are local, available, and up to date on all of your benefits.

Examples of University Employees we work with

Understanding Your Retirement Options

Whether you have a pension, an IRA, or a 401(k)/403(b)/401(a)/457(b), we are ready to dive in with you. We have direct experience working in these plans, and we know the in’s and out’s. One of our main goals in this process is to provide you with education. We always ensure you have a working understanding of our recommendations and how they fit your plan before anything is implemented.

Tailored Plans for University Professionals

Understanding the distinct hurdles faced by university professionals- whether you are a professor, researcher, or university staff- we are able to go beyond one-size-fits-all solutions. Our custom financial plans meticulously address the unique challenges of each individual we work with. Goals we often help work towards include: transitioning to part time work load, saving money for your kids, or simply knowing if you will be able to retire. Whatever the goal, we are ready to join your financial journey, always taking the necessary steps together.